We go over the recent developments in the US-China trade negotiations and how it is effecting , grains, oilseeds, and livestock.Make sure you take a listen to this week’s Turner’s Take podcast!
Livestock Podcast
Turner’s Take Podcast: US/China Trade Deal Concerns Send Soybeans, Hogs, and Equities Lower
In this week’s episode we go over the recent developments in the US-China trade negotiations and how it is effecting equities, grains, oilseeds, and livestock. We also talk about sugar at the end and why we like it from the long side in 2020. Make sure you take a listen to this week’s Turner’s Take podcast!
Turner’s Take Podcast: HRW Wheat Leads CBOT Higher
Fund short covering in HRW wheat is leading the CBOT higher. Crop Progress is further behind than expected in corn and soybeans
Turner’s Take Podcast: US-China Trade Deal Signing Could Be Delayed Until December
US-China Trade Deal Signing Could Be Delayed Until December
Turner’s Take Podcast: Grains Grind Lower
Corn and Soybeans continue to grind lower. The market on the CBOT with the most potential seems to be rice. Rice is too small a market to give advice about in a podcast or newsletter. Call 800-958-9470 for more details
Turner’s Take Podcast: CBOT Lacks Direction
The CBOT lacks direction as the bulls argue lower production and potential Chinese demand. The bears point to lower exports & high US prices
Turner’s Take Podcast: Grain Basis Gets Stronger
Corn and soybean basis continues to get stronger as the production estimates get smaller. Add in potential Chinese demand and the CBOT could make the next leg higher
Turner’s Take Podcast: Bullish Quarterly Stocks Report Big Boost for Grain and Oilseeds
A bullish quarterly stocks reports has shifted possible prices ranges for corn and soybeans materially higher. New Crop Corn could have a carryout sub 2 billion with the potential to go lower due to lower yields this year. Soybeans could be sub 500, which seemed impossible six months ago.
Turner’s Take Podcast: Frost Risk Reduced Into Early October
This week we go over our thoughts on the stock market and why we like having exposure to the S&P 500. We go over why corn and soybeans still have 25 to 50 cents of weather/yield premium due to frost and harvest risk. Rallies in the grain and oilseeds are marketing opportunities for next year. Take a listen to Turner’s Take Podcast for more details
Turner’s Take Podcast: Time is Running Out For 2019 Grains and Oilseeds
In our latest podcast we go over the expected Fed interest rate cut, the attack on Saudi Arabia’s crude oil operations, Chinese soybean purchases, and what we want to do in the grain markets for 2020. We also talk about livestock, Trump’s disposition to choose financial wars over military wars, and finishing weather for US crops. Make sure you take a listen to Turner’s Take Podcast